David Bezar
Professional Summary
David Bezar is a registered financial advisor currently at THRIVE CAPITAL MANAGEMENT, LLC located in Fort Washington, Pennsylvania. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. David has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
OPTIMAL WEALTH SERVICES | THRIVE CAPITAL MANAGEMENT, LLC
Contact Information
Main Address
500 W Office Center Drive Suite 300, Fort Washington, PA 19034Phone Number
(800) 516-5861# of Employees
26SEC notice filing (13 States and Territories)
Registered to provide investment advisory services in 13 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,240AUM (Assets Under Management)
$656,745,095Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
OPTIMAL WEALTH SERVICES | THRIVE CAPITAL MANAGEMENT, LLC
State Registrations and Notice Filings
(10/13/2015)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 1992About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jun 1995About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view David Bezar's CRS (Customer Relationship Summary).
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